GBA Presents: RADIO SAVANT-!

Nine_Ender said:
Took some profits on several miners this afternoon ( Endeavour Silver, Silvercrest, OceanaGold ); sold most of my Caliber Gold over the last two days. Still in Argonaut Gold ( around my 5th trade on it in recent months ) and Fortuna Silver which I want to dump ( it's been hovering underwater for no reason now just under my buy price ). Overall the gold miners have done really well and the silver miners were disappointing ( Silver at $24 should have had more impact ).

Still something to watch the metals are moving into heady territory.
More...

Follow up I got burned on Fortuna having a permit issue in Mexico but I took a shot after the big drop doubling my position and got out at a much lower loss on the partial rebound. Miners with such issues to be avoided short term. The initial down move seems like an overreaction though but it does explain why Fortuna struggled to go up with the others before news ( insiders ? ). Even on a solid trend the stocks tend to alternate between good and bad days so taking profits

I went back into Copper miners the last two days ( Taseko Mining, Copper Mountain ) and it paid off Friday. Sold all at a nice profit rebought some Taseko late day. Added Argonaut Gold, Calibre Gold, and OceanaGold when they stopped dropping from the highs ( profit taking by the market ). Basically playing daily ranges with an eye on the commodity prices still quite bullish. Monday's are often bullish for Gold/Silver. Net result I am overweight Gold miners, no Silver miners, small weighting Copper ( Taseko half position, plus a junior gamble I've been holding for a while ). There are almost always pullbacks on these miners even on strong trends so it has to be traded.
 
Last edited:
Stick around Nine we had a question for you last week but i forget on who...

LAST CALL FOR COFFEE!!!!TODAY IS SUPPOSED TO BE BROS BEAK OUT DAY-! :rolleyes:

LAST CALL FOR MY BACK RIGHT MOLAR!! TODAY IS NEW DENTIST DAY-! :mad:
 
A 59 cent gummy? //

I don't know this company at all. That should be said. But it seems to me a company that is making $18.8 million and has growing sales is a company going in the right direction.

I would like to do further due diligence on this name but it may very well be worth a flyer this morning.

Watch it if nothing else... there is some ambiguity in the burn rate numbers that could fool people.

Orchard Therapeutics sees Q4 Libmeldy sales $5.8M 07:36 ORTX Preliminary estimated revenue from product sales of Libmeldy was $5.8 million for the three months ended December 31, 2022, and $18.8 million for the full year ended December 31, 2022. The company ended 2022 with approximately $144 million of cash and investments. The burn rate was $2.9 million for the fourth quarter of 2022. Excluding offsets from one-time receipts of tax credits and real estate escrow funds, the burn rate would have been $23.4 million for the quarter. Moving forward, the company expects its burn rate in 2023 to continue declining as compared to 2022 due to an anticipated increase in revenue from Libmeldy product sales, continued savings realized by the March 2022 corporate restructuring, and ongoing management of operating expenses. The company expects that its cash, cash equivalents and investments as of December 31, 2022 will support its currently anticipated operating and capital expenditure requirements into the second quarter of 2024. "Orchard's accomplishments in 2022 showcase the depth and strength of our neurometabolic portfolio," said Bobby Gaspar, M.D., Ph.D., chief executive officer. "We right sized our workforce and narrowed the focus of our HSC gene therapy portfolio to concentrate on severe neurometabolic diseases and research programs where alternative treatment options are limited or do not exist. At the same time, we continued to advance our commercialization and access strategy for Libmeldy. From securing reimbursement and treating the first eligible MLD patients commercially in Europe, to constructive engagement with the FDA to finalize the design of our OTL-203 global registrational trial for MPS-IH and presenting the first neurocognitive results from the OTL-201 program in MPS-IIIA, we are well-positioned to end the devastation caused by genetic and other severe diseases for patients and their families."
 
AlloVir plans completion of enrollment in posoleucel studies in 2023 07:36 ALVR AlloVir announced the company's 2023 priorities and anticipated future milestones across its pipeline of virus-specific T cell therapies, including its lead investigational therapy posoleucel. These updates will be the focus of a corporate presentation by Chief Executive Officer Diana Brainard, M.D., at the 41st Annual J.P. Morgan Healthcare Conference on Tuesday, January 10. A live webcast and archived replay of the presentation will be available in the Investors & Press section of the AlloVir website at URL "The positive posoleucel Phase 2 data we reported in 2022 and the enthusiasm we are seeing from transplant centers give us further confidence in our Phase 3 strategy for posoleucel and our ability to execute on our trials in 2023," said Dr. Brainard. "Our Phase 2 multi-virus prevention study data underscore the potential for posoleucel to be transformative for allo-HCT patients by substantially reducing clinically significant infections from six viruses that are devastating for this vulnerable population. Viral infections are a leading cause of non-relapse mortality, generate substantial healthcare expenditures, exact a significant emotional burden on patients and their caregivers, and unfortunately most viruses targeted by posoleucel currently have no preventive therapies."

IDEA- ALVR -
 
Potbelly raises FY22 same-store sales view to 18.4%-18.5% from 16%-18% » 07:34 PBPB

Potbelly raises Q4 revenue view to $119M-$120M from $114M-$119M » 07:32 PBPB

IDEA- PBPB -
 
Two of my long time holds are finally getting love--

1> O-I Glass upgraded to Overweight from Equal Weight at Wells Fargo 07:31 OI

2> Xponential Fitness expects to meet or exceed high end of FY22 outlook 06:24 XPOF The company expects to meet or exceed the high-end of the previously provided full year 2022 outlook: New studio openings of 511, at the top half of the guidance range of 500 to 520, and an increase of 53% as compared to full year 2021; North America system-wide sales of $1.03 billion, exceeding the high end of the guidance range of $995.0 million to $1.005 billion, and an increase of 46% as compared to full year 2021; Revenue in the range of $235.0 million to $240.0 million, or an increase of 53% at the midpoint as compared to full year 2021; and Adjusted EBITDA in the range of $70.0 million to $74.0 million, or an increase of 164% at the midpoint compared to full year 2021. FY22 revenue consensus $239.4M. Show Related Items >>
 
Helmerich & Payne upgraded to Buy from Neutral at BofA 06:19 HP

Day One Biopharmaceuticals price target raised to $45 from $35 at H.C. Wainwright 06:18 DAWN H.C. Wainwright analyst Andres Maldonado raised the firm's price target on Day One Biopharmaceuticals to $45 from $35 and keeps a Buy rating on the shares. The analyst says tovorafenib continues to maintain an approvable profile.

O-I Glass upgraded to Overweight from Equal Weight at Wells Fargo

Harmonic upgraded to Buy from Hold at Jefferies 07:21 HLIT Jefferie

AerSale price target raised to $23 from $19 at Truist 07:21 ASLE

Carrols Restaurant sees Q4 revenue $445.1M, consensus $433.15M 06:38 TAST

Apple to unveil 'Reality Pro' headset before WWDC, Bloomberg reports »

i3 Verticals upgraded to Overweight from Sector Weight at KeyBanc 05:12 IIIV

Bloom Energy partners with Telam Partners to enter Spain, Portugal 05:03 BE

Shift4 Payments upgraded to Buy from Neutral at Goldman Sachs 04:50 FOUR Goldman Sachs analyst Will Nance upgraded Shift4 Payments to Buy from Neutral with a price target of $67, up from $48. The analyst believes Shift4 is well positioned to continue to deliver "strong" growth rates into 2023 across several angles, including its gateway conversion strategy, geographic expansion into new markets, and entry into various new verticals, including stadiums, hospitality charitable giving, and travel. With multiple levers for growth, Shift4 does not need to be successful in every one and its execution across several of these initiatives should continue to support growth and help to offset potential macro weakness in its legacy verticals, Nance tells investors in a research note.
 
IDEA- DAY One Bio-

Day One Biopharmaceuticals price target raised to $45 from $40 at Piper Sandler 19:32 DAWN Piper Sandler analyst Joseph Catanzaro raised the firm's price target on Day One Biopharmaceuticals to $45 from $40 and keeps an Overweight rating on the shares. The analyst notes that the company reported positive topline data from tovorafenib's pivotal Phase II FIREFLY-1 study in recurrent/progressive pediatric low-grade glioma, with all data points clearly beating expectations. One more data cut is expected to provide additional follow-up and will be used to support an NDA submission and full presentation at a medical meeting, both in the first half of 2023, Catanzaro adds. He sees these data as a significant derisking event and supportive of what he believes is a sizable orphan oncology opportunity. Show Related Items >>
 
Tesla owners in China protest against missed surprise price cuts, Reuters says 17:58 TSLA Hundreds of Tesla owners gathered at the automaker's showrooms and distribution centers in China over the weekend, demanding rebates and credit after sudden price cuts they said meant they had overpaid for electric cars they bought earlier, according to Reuters. On Saturday, about 200 recent buyers of the Tesla Model Y and Model 3 gathered at a Tesla delivery center in Shanghai to protest against the U.S. carmaker's decision to slash prices for the second time in three months on Friday, the publication adds.

Comment: Shit show!

Deere will allow farmers to repair own equipment, Reuters reports 17:55 DE The American Farm Bureau Federation and machinery manufacturer Deere signed a memorandum of understanding on Sunday that ensures farmers have the right to repair their own farm equipment or go to an independent technician, Reuters' P.j. Huffstutter reports. Equipment makers such as Deere have generally required customers to use their parts and service divisions for repairs and until recently, only allowed authorized dealers the means and tools to access the complex computerized systems of their tractors and other machinery

Comment: This is actually a big deal. My guy in Ct has a Deer tractor and it's a huge pain to get fixed...
 
Hologic reports preliminary Q1 revenue $1.074B, consensus $966.37M 17:18 HOLX Hologic expects to report total revenues of approximately $1.074B, a decrease of (27.0%) compared to the prior year period, or (25.1%) in constant currency. Consensus at $966.37M. These preliminary results are higher than the company's most recent revenue guidance range of $940M- $990M, which was provided on October 31, 2022. Hologic has not yet completed its financial close processes for the first quarter of fiscal 2023, therefore GAAP financial results for the quarter have not yet been finalized. However, the company expects non-GAAP diluted earnings per share to be above the guidance range of 80c-90c provided on October 31, 2022.

Exact reports preliminary Q4 revenue $550.7M-$552.7M, consensus $506.48M 17:08 EXAS Exact Sciences announced that the company expects to report revenue between $550.7M-$552.7M for the fourth quarter, an increase of 16%, or 28% excluding COVID-19 testing. Consensus at $506.48M. For 2022, the company expects total revenue between $2.082B-$2.084B, an increase of 18%, or 25% excluding COVID-19 testing. Consensus at $2.03B.
 
You must log in or register to reply here.
Back
Top